Thursday 24 September 2020

Maturity Models - Finding JDE Efficiency

There are many ways of finding operational efficiency opportunities with JD Edwards.  You could engage a good consultant, and ask them to fix it.  They are going to look at your processes, talk to a limited number of power users and attempt to determine what is being used and how it's being used.  Honestly, there does not seem to be enough evidence in an approach like this.

I like love data. I find that decisions about process and productivity are best supported by empirical data, whether that is movement in data or the results themselves.  I guess where I'm going here is that good decisions are supported by good data.

UDO Analysis

At a high level, JD Edwards and oracle have done some amazing things with User Defined Objects (UDOs).  I really hope that you have heard of them.  These are configuration (not code) objects that are designed specifically to make users jobs better and easier.  I've talked about UDO's a lot, all of the different types and tried to reiterate their importance - but not it's time to action this.

If you are in the position that you just want more UDO's, you are the rarest animal, and I like that.  In general though, our goals are happy users, efficient processes and effective use of technology.  So my goal is to help you use JDE better, and I'm going to start with UDO's.

Let's start with a dashboard, like I have created below:

This quickly tells us our production use of UDOs, the status of those UDOs, the type and system code that is implementing each UDO.  okay, this is a a great start.  We can start to slice and dice this data to find which system codes are using UDOs effectively and then work down to the users that have the most UDOs to work out why / how they are being used.  Finding our power users is a great way to copying their ideas and making those UDO's public.  This makes a lot of sense for Formats, Queries, watchlists and more.

Simple changes like this can drive productivity and efficient system usage - but it's supported by data.  We also continue to monitor this data on a regular basis to find additional opportunities for system improvements.

We can also use the timeline (as above) to select the last week or 2 and ensure that any change management and training that we put in place for our users is WORKING.  We can determine the UDOs being created.  We can then focus on areas that have not been successful in implementing new features.

Hosting a couple of simple videos (perhaps as e1pages - imagine that!), and you might see some of this usage improving.

Application Analysis

I use a similar method for application usage and making sure that customers are using their modules effectively.

It's no secret knowing exactly what applications being used is beneficial, but it gets much better when you know what applications are not being used...

Imagine if you could understand ALL of the apps that are being used in every system code immediately (both batch and interactive) and then looking at what is not being used.  With this information, a good functional consultant could be adequately armed to make some pretty concrete recommendations on how to improve the module usage.  




A dashboard like the above one can tell you immediately, by system code, how many users are using which apps, how many page views and how many hours of engagement has been clocked over the last month (but choose any range).  


By just selection procurement above, we can scroll down to the applications that are not being used and determine if there is benefit in bringing them into the fleet.  They might be new and better ways of doing things.  We can also look at the highest used application and perhaps focus on them for the UDO immersion (as described above), oh and then measure whether the pageviews or engagement time have increased.  This is really handy information to act upon immediately.  

Giving dashboards like the above to your power users can encourage changes, effectively enable continuous improvements.



Again, we see that a single dashboard shows us all of the AP batch information, we can see jobs that are running and jobs that are not.  With this we can make specific recommendations on process improvement.

Conclusion

Good instrumentation in JD Edwards is critical for continuous improvement.  The ability to measure metrics like the above with a single dashboard is half of the work in creating efficiency.  At Fusion5 we have turn key solutions for implementing this reporting (in hours) and providing empirical data in a short period of time.  We specialise in providing clients some clarity of the maturity score on a module by module basis and can provide a clear path to becoming "best of breed".  ERPInsights is a critical tool for providing you with these dashboards and detailed reporting. 





Wednesday 9 September 2020

UDO master class

This is all translated from publically available information on the oracle pages. 

https://docs.oracle.com/cd/E53430_01/EOTPR/toc.htm

I've included the description of each UDO, but also linked you back to the complete table definitions.  This is all handy to have on file.

 

User Defined Object

Description

Queries

Fields and QBE columns you select from a form and add conditions to in order to make the search criteria more specific.

Grid Formats

A selection of the columns you choose to display, the sequence in which you want them displayed, and how information is displayed in your grid.

Composite Application Framework (CafeOne)

A user interface framework that enables JD Edwards EnterpriseOne applications to integrate with multiple third-party content and applications, as well as other EnterpriseOne applications.
For more information, see JD Edwards EnterpriseOne Tools Composite Application Framework (CafeOne) User's Guide

Classic EnterpriseOne Pages 

An EnterpriseOne page that enables users to work on multiple EnterpriseOne applications. Classic Pages are HTML files and can contain any HTML-enabled functionality, such as interactive process flows, URL links and web pages, company logos, and so on.

One View Reports

A Business Intelligence (BI) Publisher data model, a BI Publisher report, the report definition for the One View Report, which is the metadata for the report and resides in JD Edwards EnterpriseOne.
For more information, see JD Edwards EnterpriseOne Applications One View Reporting User Guide

One View Watchlists

A collection of items that match user-defined criteria and contain information to which users have selected to be alerted.
For more information, see JD Edwards EnterpriseOne Applications One View Watchlists Implementation Guide

Composed EnterpriseOne Pages (Release 9.2.0.2)

an EnterpriseOne page with user defined layouts that enables users to access Designer Panes, Watchlist Panes, Classic Pages, EnterpriseOne applications, One View Reports, web pages, OBIEE objects, and ADF applications. Composed EnterpriseOne Pages differ from Classic Pages in that they do not require you to have HTML coding knowledge. You create and design your Composed EnterpriseOne Pages by using the Page Composer.

Images (Release 9.2.0.2)

a custom or a user defined graphic you can add to various components in the Designer Pane of Page Composer. The components in the Designer Pane include EnterpriseOne applications, batch versions, tasks, ADF applications, and Watchlists.

Orchestration components (Release 9.2.1)

Components created in the JD Edwards EnterpriseOne Orchestrator Studio that comprise a complete orchestration, which the JD Edwards EnterpriseOne Orchestrator processes to enable the immediate, real-time transfer of data to JD Edwards EnterpriseOne. Each orchestration component type–orchestration, service request, rule, cross reference, and white list–is a separate UDO type in EnterpriseOne.

For more information, see JD Edwards EnterpriseOne Tools Internet of Things Orchestrator Guide

Personal Forms (Release 9.2.1)

Customization of the EnterpriseOne applications UI by using an interface that does not require any Form Design Aid (FDA) based modifications.

Search Groups (Release 9.2.1.2)

Search criteria that you can design to search for records across transactional or master data within EnterpriseOne. These search groups are utilized by the EnterpriseOne Search feature.

Notifications and Scheduler (Release 9.2.2.0)

Create Notifications through Orchestrator Studio which can be subscribed by users and also scheduled to run on a periodic basis. 

For more information see JD Edwards EnterpriseOne Tools Notifications Guide

Schedules (Release 9.2.2)

Components created in the JD Edwards EnterpriseOne Orchestrator Studio that define how often the system should execute a notification or orchestration.

For more information, see "Schedules" in the JD Edwards EnterpriseOne Tools Notifications Guide.

Form Extensions (Release 9.2.2.4)

Ability to dynamically add additional fields an a form without having to modify the design via Form Design Aid (FDA)

For more information see E1: GRID: Understanding JDE Form Extensions Available Starting with 9.2.2.4 Tools Release (Doc ID 2384606.1) or check online guide EnterpriseOne Tools Using and Approving User Defined Objects.

 

 When a UDO is created there is a header record created in F9860W and a detail record in F9861W - Object Librarian Data Source

There is also the UDO Repository Table: F98700R, UDO History: F98700H and UDO Dependencies: F98700D - Central Objects Data Source

The individual UDO tables reside in Central Objects Data Source:

F952400 E1Page and OneView Reports
F952410 Composed Pages
F952415 Images
F952420 Watchlist
F952425 Notification
F952430 Advanced Query
F952435 Form Personalization
F952439 Form Extensions
F952440 Grid Formats
F952445 EnterpriseOne Search Group
F952450 CafeOne
F952455 Scheduler
F952460 Default UDO Detail
F9524810 Orchestrations
F9524820 Cross Reference
F9524830 Rule
F9524840 Service Request
F9524850 Whitelist

Note that I'ved linked these tables with my datastudio report which will tell you the definitions of said tables, row size, DD items and more.

Which is freely available to anyone for any JDE table!

With the introduction of User Defined Objects it is recommended to promote UDOs from one environment to another environment using P98220W OMW Web by adding the UDO to a project. Project containing UDOs will not have Advance Project button available in FAT client OMW - P98220.

Now that you know where everything sits, go to learnJDE to find out how to implement them, and of course doco